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Campaigns are utilized to send blast-emails within the CRM, and are an excellent way to provide a meaningful communication touch-point to Prospects and/or Members. The campaigns or blast emails may be targeted to contacts within the CRM, by utilizing filters with specific queries, or by selecting individual Contacts. Use Case(s) Oftentimes, Clubs will utilize Campaigns to reach out to Prospects based on their funnel stage, lead source, or interests. Additionally, Clubs may utilize Campaigns to reach out to Members who have not been to the Club in awhile, as determined by a Member’s online reservation history. |
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Accessing the Tool
From within your CRM, click on the Campaigns link in the sidebar, under the Communication section.
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